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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,089 | $95,453+101.2% | $112,040+71.4% | $82,448+133.0% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 16.94% | 23.92%-7.0pp | 24.52%-7.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,963 | $2,318+27.8% | $2,954+0.3% | $2,551+16.1% |
| Participant deferral / active EE | $7,411 | $4,224+75.5% | $5,098+45.4% | $4,139+79.1% |
| Admin fee / account holder | $9,945 | $9,013+10.3% | $12,098-17.8% | $7,234+37.5% |